AAG
VPU

Armstrong Advisory Group’s Vanguard Utilities ETF VPU Stock Holding History

Armstrong Advisory Group’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.1K Hold
123
– – ﹤0.01% 557
2026
Q1 		$24.4K Sell
123
-2
-2% -$389 ﹤0.01% 524
2025
Q4 		$23.1K Hold
125
– – ﹤0.01% 534
2025
Q3 		$23.7K Hold
125
– – ﹤0.01% 531
2025
Q2 		$22.1K Buy
125
+13
+12% +$2.24K ﹤0.01% 523
2025
Q1 		$18.3K Hold
112
– – ﹤0.01% 533
2024
Q4 		$18.3K Sell
112
-32
-22% -$5.48K ﹤0.01% 533
2024
Q3 		$25K Sell
144
-42
-23% -$6.75K ﹤0.01% 470
2024
Q2 		$27.5K Sell
186
-179
-49% -$26.7K ﹤0.01% 438
2024
Q1 		$50K Hold
365
– – ﹤0.01% 344
2023
Q4 		$50K Sell
365
-83
-19% -$11K ﹤0.01% 344
2023
Q3 		$57.1K Sell
448
-1,346
-75% -$188K 0.01% 318
2023
Q2 		$255K Buy
1,794
+10
+0.6% +$1.47K 0.03% 145
2023
Q1 		$263K Buy
1,784
+7
+0.4% +$1.04K 0.03% 137
2022
Q4 		$273K Buy
+1,777
New +$263K 0.04% 136

Other funds holding VPU

MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return